IOT in the 13F filings
Samsara Inc · CUSIP 79589L106
- Quarter end
- 30 Jun 2026
- the date the book describes
- Filed
- 2 Sep 2026
- latest of these filings; the earliest 3 Aug 2026
- Managers listing it
- 23
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q1 2026 and Q2 2026; 8 listed it in both
- Shares listed
- 158,167,855
- combined, among listed positions
- Reported value
- $5.1bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 15 buyers (opened or added shares) and 14 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +12,785,106.
Managers listing IOT in Q2 2026
23 of 23 holders
Largest increases and reductions, by shares
Increases
- T. Rowe Price Associates Incexisting position · 48,692,589 shares now+12,097,542
- Fidelity (FMR LLC)existing position · 26,406,588 shares now+2,632,480
- Balyasny Asset Management LLCexisting position · 3,083,647 shares now+2,562,216
- Susquehanna International Group LLPexisting position · 834,840 shares now+824,340
- Wellington Management Group LLPexisting position · 9,327,606 shares now+813,922
Reductions
- Jane Street Group LLCexisting position · 1,987,516 shares now-1,362,810
- Baillie Gifford & Coexisting position · 56,358,374 shares now-1,165,418
- Millennium Management LLCexisting position · 208,231 shares now-1,052,934
- Janus Henderson Group Ltdexisting position · 425,292 shares now-656,305
- Squarepoint Ops LLCexisting position · 1,342,982 shares now-246,362
New positions and exits
New (2)
Exited (6)
- Citadel Advisors LLCwas $80m
- Point72 Asset Management LPwas $23m
- Light Street Capital Management LLCwas $12m
- D. E. Shaw & Co.was $5.5m
- PDT Partners LLCwas $1.7m
- Winton Group Ltdwas $298k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 9 | $173m | n.a. | n.a. |
| Q1 2022 | 4 | $125m | n.a. | n.a. |
| Q2 2022 | 4 | $96m | n.a. | n.a. |
| Q3 2022 | 5 | $136m | n.a. | n.a. |
| Q4 2022 | 3 | $43m | n.a. | n.a. |
| Q1 2023 | 5 | $428m | n.a. | n.a. |
| Q2 2023 | 11 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 12 | $1.3bn | n.a. | n.a. |
| Q4 2023 | 14 | $1.8bn | 10 | 5 |
| Q1 2024 | 8 | $1.8bn | 3 | 6 |
| Q2 2024 | 8 | $1.6bn | 5 | 3 |
| Q3 2024 | 14 | $3.6bn | 12 | 2 |
| Q4 2024 | 15 | $3.5bn | 10 | 6 |
| Q1 2025 | 8 | $2.8bn | 4 | 6 |
| Q2 2025 | 14 | $3.2bn | 13 | 1 |
| Q3 2025 | 8 | $2.6bn | 4 | 6 |
| Q4 2025 | 9 | $3.2bn | 16 | 20 |
| Q1 2026 | 10 | $4.2bn | 19 | 14 |
| Q2 2026 | 8 | $4.8bn | 15 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
IOT and GOOGL →IOT and AMZN →IOT and MSFT →Choose a stock to compare with IOT →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own IOT, latest filings →Back to the 13F Explorer →